Herald Investment Management as of Dec. 31, 2018
Portfolio Holdings for Herald Investment Management
Herald Investment Management holds 90 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Attunity | 6.3 | $20M | 994k | 19.68 | |
| Mellanox Technologies | 5.9 | $18M | 199k | 92.37 | |
| Radware Ltd ord (RDWR) | 5.6 | $18M | 770k | 22.70 | |
| Pegasystems (PEGA) | 5.1 | $16M | 335k | 47.86 | |
| Boingo Wireless | 4.1 | $13M | 619k | 20.57 | |
| Descartes Sys Grp (DSGX) | 4.0 | $13M | 478k | 26.41 | |
| Silicon Motion Technology (SIMO) | 4.0 | $13M | 365k | 34.49 | |
| Five9 (FIVN) | 3.3 | $10M | 236k | 43.72 | |
| LivePerson (LPSN) | 3.0 | $9.4M | 500k | 18.87 | |
| Fabrinet (FN) | 2.7 | $8.5M | 166k | 51.30 | |
| Mimecast | 2.4 | $7.6M | 225k | 33.62 | |
| Amber Road | 2.4 | $7.5M | 910k | 8.22 | |
| Ceva (CEVA) | 2.4 | $7.5M | 338k | 22.09 | |
| Hortonworks | 2.1 | $6.6M | 460k | 14.42 | |
| Qualys (QLYS) | 2.1 | $6.5M | 87k | 74.73 | |
| Varonis Sys (VRNS) | 2.1 | $6.5M | 123k | 52.88 | |
| Bottomline Technologies | 2.0 | $6.2M | 129k | 47.99 | |
| ViaSat (VSAT) | 1.9 | $5.9M | 100k | 58.94 | |
| 51job | 1.9 | $5.9M | 94k | 62.34 | |
| Alteryx | 1.7 | $5.4M | 90k | 59.48 | |
| Inphi Corporation | 1.3 | $4.2M | 130k | 32.15 | |
| SPS Commerce (SPSC) | 1.3 | $4.1M | 50k | 82.30 | |
| Quantenna Communications | 1.3 | $4.0M | 282k | 14.34 | |
| Pareteum | 1.1 | $3.5M | 2.0M | 1.70 | |
| Iridium Communications (IRDM) | 1.1 | $3.3M | 180k | 18.44 | |
| Brightcove (BCOV) | 1.1 | $3.3M | 471k | 7.03 | |
| Yelp Inc cl a (YELP) | 1.0 | $3.1M | 90k | 34.98 | |
| Microsoft Corporation (MSFT) | 1.0 | $3.1M | 31k | 101.63 | |
| Cyberark Software (CYBR) | 1.0 | $3.0M | 41k | 74.10 | |
| Akoustis Technologies (AKTS) | 0.9 | $2.9M | 579k | 4.97 | |
| Imperva | 0.9 | $2.8M | 50k | 55.68 | |
| Hydrogenics Corporation | 0.9 | $2.7M | 550k | 4.95 | |
| Celestica (CLS) | 0.8 | $2.6M | 300k | 8.76 | |
| Onespan (OSPN) | 0.8 | $2.6M | 200k | 12.94 | |
| Super Micro Computer (SMCI) | 0.8 | $2.6M | 186k | 13.80 | |
| Apple (AAPL) | 0.8 | $2.5M | 16k | 157.91 | |
| Alphabet Inc Class A cs (GOOGL) | 0.8 | $2.5M | 2.4k | 1045.53 | |
| Harmonic (HLIT) | 0.8 | $2.4M | 500k | 4.71 | |
| Pluralsight Inc Cl A | 0.7 | $2.2M | 93k | 23.54 | |
| Lantronix (LTRX) | 0.7 | $2.1M | 706k | 2.94 | |
| Meet | 0.7 | $2.1M | 450k | 4.62 | |
| Manhattan Associates (MANH) | 0.6 | $1.9M | 46k | 42.35 | |
| Adesto Technologies | 0.6 | $1.9M | 431k | 4.39 | |
| Fitbit | 0.6 | $1.9M | 375k | 4.97 | |
| Everspin Technologies (MRAM) | 0.6 | $1.9M | 330k | 5.61 | |
| Silicom (SILC) | 0.6 | $1.7M | 50k | 34.76 | |
| Materalise Nv (MTLS) | 0.6 | $1.7M | 88k | 19.87 | |
| Xilinx | 0.5 | $1.6M | 19k | 85.21 | |
| Rapid7 (RPD) | 0.5 | $1.6M | 52k | 31.14 | |
| Acm Research (ACMR) | 0.5 | $1.6M | 150k | 10.82 | |
| Ballard Pwr Sys (BLDP) | 0.5 | $1.5M | 640k | 2.39 | |
| Amazon (AMZN) | 0.5 | $1.5M | 1.0k | 1503.00 | |
| Model N (MODN) | 0.5 | $1.5M | 111k | 13.23 | |
| Aquantia Corp | 0.5 | $1.4M | 165k | 8.77 | |
| Kulicke and Soffa Industries (KLIC) | 0.5 | $1.4M | 70k | 20.26 | |
| Chipmos Technologies (IMOS) | 0.5 | $1.4M | 84k | 16.71 | |
| China Distance Education Holdings | 0.4 | $1.4M | 207k | 6.63 | |
| Advanced Micro Devices (AMD) | 0.4 | $1.3M | 71k | 18.44 | |
| Tower Semiconductor (TSEM) | 0.4 | $1.3M | 87k | 14.72 | |
| Radcom (RDCM) | 0.4 | $1.2M | 161k | 7.41 | |
| Checkpoint Systems | 0.4 | $1.2M | 11k | 102.63 | |
| Tecogen (TGEN) | 0.4 | $1.2M | 321k | 3.63 | |
| Cadence Design Systems (CDNS) | 0.3 | $1.1M | 25k | 43.48 | |
| Atlassian Corp Plc cl a | 0.3 | $1.1M | 12k | 88.92 | |
| Issuer Direct Corporation (ISDR) | 0.3 | $1.0M | 90k | 11.34 | |
| Safeguard Scientifics | 0.3 | $956k | 111k | 8.61 | |
| Akamai Technologies (AKAM) | 0.3 | $928k | 15k | 61.05 | |
| Intel Corporation (INTC) | 0.3 | $892k | 19k | 46.95 | |
| Neophotonics Corp | 0.3 | $907k | 140k | 6.48 | |
| Teradyne (TER) | 0.3 | $878k | 28k | 31.36 | |
| Micron Technology (MU) | 0.2 | $793k | 25k | 31.72 | |
| Taiwan Semiconductor Mfg (TSM) | 0.2 | $700k | 19k | 36.84 | |
| Intellicheck Mobilisa (IDN) | 0.2 | $674k | 315k | 2.14 | |
| Axt (AXTI) | 0.2 | $653k | 150k | 4.35 | |
| Qualcomm (QCOM) | 0.2 | $580k | 10k | 56.86 | |
| Alibaba Group Holding (BABA) | 0.2 | $520k | 3.8k | 136.84 | |
| 58 Com Inc spon adr rep a | 0.1 | $433k | 8.0k | 54.12 | |
| Nlight (LASR) | 0.1 | $444k | 25k | 17.76 | |
| Support | 0.1 | $353k | 143k | 2.46 | |
| Veritone (VERI) | 0.1 | $342k | 90k | 3.80 | |
| One Stop Systems (OSS) | 0.1 | $353k | 180k | 1.96 | |
| Western Digital (WDC) | 0.1 | $312k | 8.4k | 36.97 | |
| Aehr Test Systems (AEHR) | 0.1 | $290k | 200k | 1.45 | |
| Top Image Systems Ltd ord | 0.1 | $240k | 500k | 0.48 | |
| Leidos Holdings (LDOS) | 0.1 | $216k | 4.1k | 52.53 | |
| Gridsum Hldg Inc adr repsg cl b | 0.1 | $211k | 100k | 2.11 | |
| NVIDIA Corporation (NVDA) | 0.1 | $193k | 1.5k | 133.10 | |
| Digimarc Corporation (DMRC) | 0.1 | $144k | 10k | 14.40 | |
| Sito Mobile (STTO) | 0.0 | $113k | 125k | 0.90 | |
| Asure Software (ASUR) | 0.0 | $105k | 21k | 5.06 |
